| Q2 2023 |
21 |
$58M |
+$9.71M |
-$9.71M |
+$4.44K |
NOW, FIVN, WDAY, PAYC, BL
|
13F-HR |
8/2/2023, 01:19 PM |
| Q1 2023 |
20 |
$53.5M |
+$12.3M |
-$3.79M |
+$8.49M |
BL, NOW, PAYC, WDAY, MMYT
|
13F-HR |
5/11/2023, 12:37 PM |
| Q4 2022 |
23 |
$39.3M |
+$3.3M |
-$19M |
-$15.7M |
BL, PAYC, NOW, ADSK, WDAY
|
13F-HR |
2/13/2023, 04:03 PM |
| Q3 2022 |
23 |
$56.6M |
+$86.3K |
-$14.7M |
-$14.6M |
TEAMXXXX, PAYC, ADSK, BL, NOW
|
13F-HR |
11/14/2022, 04:22 PM |
| Q2 2022 |
25 |
$71.7M |
+$15.1M |
-$5.59M |
+$9.49M |
NOW, TEAMXXXX, BL, ZM, ADSK
|
13F-HR |
8/12/2022, 02:58 PM |
| Q1 2022 |
23 |
$98M |
+$12.4M |
$0 |
+$12.4M |
ABNB, TWLO, DOCU, AMZN, ZEN
|
13F-HR |
5/13/2022, 12:35 PM |
| Q4 2021 |
21 |
$98.3M |
+$1.03M |
-$35.4M |
-$34.4M |
TWLO, DOCU, NOW, ABNB, ADSK
|
13F-HR |
2/14/2022, 09:49 AM |
| Q3 2021 |
26 |
$159M |
+$6.66M |
$0 |
+$6.66M |
DOCU, SHOP, TWLO, TEAMXXXX, ZM
|
13F-HR |
11/15/2021, 12:01 PM |
| Q2 2021 |
24 |
$156M |
+$14.7M |
-$5.96M |
+$8.7M |
DOCU, TWLO, SHOP, ZM, RNG
|
13F-HR |
8/16/2021, 11:49 AM |
| Q1 2021 |
25 |
$130M |
+$7.79M |
-$6.41M |
+$1.38M |
TWLO, DOCU, SHOP, ZM, RNG
|
13F-HR |
5/17/2021, 12:10 PM |
| Q4 2020 |
25 |
$142M |
$0 |
$0 |
|
TWLO, DOCU, SHOP, ZM, RNG
|
13F-HR |
6/4/2021, 12:40 PM |